Prepare for year end

BT helps make it easier for you to prepare for year end with our end of financial year resources. You’ll find information to help you prepare for 30 June including strategies to help you make the most of your super, plus information on key cut off dates and annual statements. This site will be updated with new information as it becomes available.

Melinda Howes, General Manager, Superannuation shares important information and top tips for end of financial year
Learn 08 Mar 2018
The end of each financial year offers opportunities to grow your super. We explain the key strategies involved to give your super a boost before 30 June.
Solutions 16 Jan 2020
Learn how to make EOFY contributions and contribution cut-off dates, important dates for statements and answers to other frequently asked questions
Support 24 Feb 2020
Your annual statement provides a lot of information, so we want to help you understand what to look out for and explain some key terms.
Learn 17 Dec 2019
Learn about contributing to your superannuation and the caps that apply.
First Home Super Saver Scheme – Learn more about how you could use super to help save for the deposit on a first home.
Claim a tax deduction this EOFY – Learn about how to claim a tax deduction this financial year.
Tax saving tips for this EOFY – Learn about super strategies for the end of the financial year.
Learn more about EOFY tips for SMSF trustees.
Learn about opportunities to downsize your family home with the possibility of making additional super contributions.
Strategies 12 Jul 2019
Planning for retirement and paying superannuation might feel like an extra expense when you’re concerned about cash flow, but not doing so could compromise your financial future.
3 min read
Perspectives 12 Apr 2019
Investors are shifting from only looking at short-term returns to a broader focus on long-term value creation, including the impact a company is having on those around them. We explore sustainable investing in more detail.
3 min read
Strategies 01 Apr 2019
The end of the financial year is a good time to think about how to grow your super and start saving for retirement.
3 min read

The information shown on this site is general information only, it does not constitute any recommendation or advice; it has been prepared without taking into account any person’s personal objectives, financial situation or needs and so a person should consider its appropriateness having regard to these factors before acting on it. Any taxation position described is a general statement and should only be used as a guide. It does not constitute tax advice and is based on current tax laws and our interpretation. A person’s individual situation may differ and they should seek independent professional tax advice. A person should also consider obtaining personalised advice from a professional financial adviser before making any financial decisions in relation to the matters discussed hereto.